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Find FCA registered Financial Advisers Near Me in Penn WV4


We have found 539 relevant financial adviser firms within 30 miles of Penn WV4. Showing page 2 of 36.

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  2. 🏢

    Stallard Wealth Management LTD

    FCA reg no.
    797296
    FCA authorised date:
    27/12/17
    Stallard Wealth Management Ltd, situated in West Midlands, provides strategic financial guidance, specializing in final salary pension transfers. Known for being approachable and proactive, they offer trustworthy, regulated financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
  3. 🏢

    Sean Slattery

    FCA reg no.
    1040794
    FCA authorised date:
    22/09/25
    Sean Slattery is a regulated Wolverhampton-based firm offering diligent financial planning and advice. Known for expertise in life investments and retirement advice, the approachable and reliable team provides bespoke, strategic solutions.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Wolverhampton
  4. 🏢

    Opal Wealth Management LTD

    FCA reg no.
    586905
    FCA authorised date:
    18/03/24
    Opal Wealth Management Ltd, a Wolverhampton-based FCA regulated firm, specializes in financial planning and regulated advice. They offer tailored strategies in life investments and pension retirement, ensuring clients navigate their financial journeys confidently.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Wolverhampton
  5. 🏢

    Mitonoptimal Portfolio Management (UK) Limited

    FCA reg no.
    770509
    FCA authorised date:
    01/09/17
    MitonOptimal Portfolio Management (UK) Limited is a reputable Wolverhampton-based FCA-registered financial services firm offering tailored advice on investments, pensions, and retirement planning. Known for their diligent and trustworthy approach, they specialise in creating unique financial strateg... read full company profile
    1. ✔3 Financial Advisers
    2. 🪧2.1 Miles
    3. 📍Wolverhampton
  6. 🏢

    Autonomy Wealth Limited

    FCA reg no.
    827056
    FCA authorised date:
    05/11/19
    West Midlands-based 4. Autonomy Wealth Ltd offers expert financial planning and advice, including life insurance, investments, and pension retirement advice. Known for a tailored, approachable service. FCA registered.
    1. ✔4 Financial Advisers
    2. 🪧2.1 Miles
    3. 📍Wolverhampton
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  8. 🏢

    Cotwall Financial Planning LTD

    FCA reg no.
    814467
    FCA authorised date:
    20/07/18
    Cotwall Financial Planning Ltd is a FCA-registered financial advisory firm in Dudley, West Midlands, offering regulated advice on life investments, pensions, retirement planning and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Dudley
  9. 🏢

    Gravel Hill Wealth Management LLP

    FCA reg no.
    449195
    FCA authorised date:
    10/05/06
    Gravel Hill Wealth Management LLP, a respected financial advisory firm in Staffordshire, provides life investments, pension retirement advice and comprehensive financial planning services, with a client-focused approach and tailored solutions.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Wolverhampton
  10. 🏢

    HRS Asset Management LTD

    FCA reg no.
    624680
    FCA authorised date:
    02/09/14
    Wolverhampton-based HRS Asset Management Ltd provides expert advice on life and investments, pensions, and retirement strategies, offering tailored solutions to secure clients' financial futures in the West Midlands region.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Wolverhampton
  11. 🏢

    Midlands Investment Agency Limited

    FCA reg no.
    664876
    FCA authorised date:
    01/04/15
    Midlands Investment Agency Limited is an FCA-regulated firm offering comprehensive financial services including life insurance, investment advice, and retirement planning. Known for its customer-focused approach, it serves clients throughout Wolverhampton and beyond.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Wolverhampton
  12. 🏢

    Jellings Dalton Investments Limited

    FCA reg no.
    724139
    FCA authorised date:
    20/06/16
    Jellings Dalton Investments Limited is a Wolverhampton-based financial planning provider, competent in offering bespoke advice on life investments, pensions retirement and final salary pension transfers to a diverse clientele.
    1. ✔2 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Wolverhampton
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  14. 🏢

    A.j. Wealth Management Limited

    FCA reg no.
    191874
    FCA authorised date:
    01/12/01
    A.J. Wealth Management is a respected Wolverhampton-based financial services firm, specializing in tailored financial planning, pensions advice, and investment management. Known for client-focused approach and trusted, regulated advice.
    1. ✔2 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Wolverhampton
  15. 🏢

    Mortgage & Financial Solutions LTD

    FCA reg no.
    186135
    FCA authorised date:
    11/09/15
    Mortgage & Financial Solutions Ltd in Wolverhampton, West Midlands, is an FCA regulated firm specializing in client-centred financial planning, including life insurance, investments, and pension advice.
    1. ✔3 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Wolverhampton
  16. 🏢

    Oculus Wealth Management (south Staffs) Limited

    FCA reg no.
    930215
    FCA authorised date:
    20/07/20
    Oculus Wealth Management (South Staffs) Limited is a FCA regulated financial advisory firm offering insurance, investments, pensions advice, and financial planning services in the Wolverhampton and Staffordshire areas.
    1. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Wolverhampton
  17. 🏢

    Oculus Wealth Management (wombourne) Limited

    FCA reg no.
    926608
    FCA authorised date:
    22/05/20
    Oculus Wealth Management, based in Wolverhampton, offers FCA-regulated financial services including investments, pensions advice, and bespoke financial planning. Known for professionalism and personal approach to wealth management guidance.
    1. ✔2 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Wolverhampton
  18. 🏢

    Oculus Wealth Management (wolverhampton) Limited

    FCA reg no.
    926611
    FCA authorised date:
    22/05/20
    Oculus Wealth Management, an FCA regulated firm, specializes in financial planning and pension retirement advice, delivering personalized financial strategies from their Wolverhampton base.
    1. ✔2 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Wolverhampton
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